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WFA of San Diego’s iShares US Medical Devices ETF IHI Stock Holding History

WFA of San Diego’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-600
Closed -$31.5K – 223
2022
Q4 		$31.5K Buy
+600
New +$30.4K 0.02% 244

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA of San Diego's IHI Position: Q1 2023 in Review

WFA of San Diego sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 600 shares — an estimated $31.5K sold.

WFA of San Diego first reported a position in IHI in Q4 2022 and held it in 1 quarter. The position peaked at $31.5K in Q4 2022. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

  • WFA of San Diego reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 600 iShares US Medical Devices ETF shares in Q1 2023, an estimated $31.5K.
  • WFA of San Diego first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 1 quarter.
  • WFA of San Diego's iShares US Medical Devices ETF position peaked at $31.5K in Q4 2022.
  • 557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.